Market development sustainable investment 1st Quarter 2017

29/05/2017 — 

According to the Sustainable Business Institute (SBI), a total of 428 sustainable retail funds were approved for distribution in Germany, Austria and / or Switzerland as of 31.03.2017...

According to the Sustainable Business Institute (SBI), publisher of the European market platform www.sustainable-investment.org, a total of 428 sustainable retail funds were approved for distribution in Germany, Austria and / or Switzerland as of 31.03.2017. 
 
By 31.03.2017, these 428 funds were invested with about 74 billion Euros (all tranches). At the end of 2016, the SBI registered 415 funds that were invested with a total of about 70 billion Euros (all tranches).
 
The following data is based on both the volume of all tranches and the performance of the funds published on www.sustainable-investment.org
 
By the end of the first quarter of 2017, 18 new funds were added to the SBI funds database. These funds were either launched in 2017, have adapted their strategy to "sustainability" or were already registered in other countries. These funds were invested with approximately 1.9 billion Euros. Five funds have been closed since the beginning of the year or merged with other funds.
 
38 billion Euros were invested in 216 equity funds. The performance of the equity funds that were already launched in late 2016 was very diverse: at the end of the first quarter of 2017 it ranged from plus 15 % to minus 2 %. It should be noted that the nature of the equity funds differs greatly: These funds include broadly based international funds as well as specialised funds with a regional focus, and also technology and specialist funds.
 
14 billion Euros were invested in 89 fixed income funds. The performance of these funds that were already launched in late 2016 ranged from plus 6 % to minus 2 % in the first quarter of 2017.
 
14 billion Euros were invested in 76 balanced funds and 387 million Euros in 11 umbrella funds. The performance of the balanced funds that had been launched in late 2016 was between plus 7 % and minus 3 % in the first quarter of 2017. The performance of the umbrella funds that were launched in late 2016 was between plus 5 % and minus 1 %. Looking at both mixed and umbrella funds it should be noted that the proportion of shares in the portfolio differs significantly - with a corresponding effect on risk and return.
 
3.8 billion Euros were invested in the 24 sustainable ETFs. The performance of the ETFs that were already launched at the end of 2016 was between plus 13 % and minus 3 % in the first quarter.
 
2.7 billion Euros were invested in the 7 Microfinance Funds. The performance ranged from plus 0 % to minus 2 %.
 
Dr. Paschen v. Flotow, Sustainable Business Institute (SBI), May 2017

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